Geneos Wealth Management’s SL Green Realty SLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73K | Sell |
1,180
-1,204
| -51% | -$74.5K | ﹤0.01% | 1392 |
|
|
2025
Q1 | $138K | Buy |
2,384
+1,231
| +107% | +$71K | ﹤0.01% | 1395 |
|
|
2024
Q4 | $78.3K | Buy |
1,153
+10
| +0.9% | +$679 | ﹤0.01% | 1147 |
|
|
2024
Q3 | $79.5K | Buy |
1,143
+38
| +3% | +$2.64K | ﹤0.01% | 1037 |
|
|
2024
Q2 | $62.6K | Buy |
1,105
+14
| +1% | +$793 | ﹤0.01% | 997 |
|
|
2024
Q1 | $60.2K | Buy |
1,091
+16
| +1% | +$882 | ﹤0.01% | 1006 |
|
|
2023
Q4 | $48.6K | Buy |
1,075
+22
| +2% | +$994 | ﹤0.01% | 1069 |
|
|
2023
Q3 | $39.3K | Sell |
1,053
-8,287
| -89% | -$309K | ﹤0.01% | 1147 |
|
|
2023
Q2 | $158K | Buy |
9,340
+8,509
| +1,024% | +$144K | 0.01% | 739 |
|
|
2023
Q1 | $19.5K | Buy |
+831
| New | +$19.5K | ﹤0.01% | 1353 |
|
|
2022
Q2 | – | Sell |
-4,213
| Closed | -$342K | – | 2772 |
|
|
2022
Q1 | $342K | Buy |
4,213
+129
| +3% | +$10.5K | 0.01% | 635 |
|
|
2021
Q4 | $301K | Sell |
4,084
-222
| -5% | -$16.4K | 0.01% | 732 |
|
|
2021
Q3 | $313K | Sell |
4,306
-97
| -2% | -$7.05K | 0.01% | 694 |
|
|
2021
Q2 | $355K | Sell |
4,403
-396
| -8% | -$31.9K | 0.01% | 645 |
|
|
2021
Q1 | $354K | Sell |
4,799
-556
| -10% | -$41K | 0.01% | 731 |
|
|
2020
Q4 | $398K | Buy |
+5,355
| New | +$398K | 0.02% | 603 |
|
|
2019
Q3 | – | Sell |
-253
| Closed | -$19K | – | 2543 |
|
|
2019
Q2 | $19K | Hold |
253
| – | – | ﹤0.01% | 1660 |
|
|
2019
Q1 | $22K | Hold |
253
| – | – | ﹤0.01% | 1535 |
|
|
2018
Q4 | $19K | Sell |
253
-20
| -7% | -$1.5K | ﹤0.01% | 1528 |
|
|
2018
Q3 | $25K | Buy |
+273
| New | +$25K | ﹤0.01% | 1484 |
|
|
2018
Q2 | – | Sell |
-253
| Closed | -$23K | – | 2319 |
|
|
2018
Q1 | $23K | Hold |
253
| – | – | ﹤0.01% | 1338 |
|
|
2017
Q4 | $24K | Hold |
253
| – | – | ﹤0.01% | 1314 |
|
|
2017
Q3 | $24K | Hold |
253
| – | – | ﹤0.01% | 1258 |
|
|
2017
Q2 | $25K | Buy |
+253
| New | +$25K | ﹤0.01% | 1192 |
|